How Can I Use The Transaction Import API?

How Can I Use The Transaction Import API?


The data import API allows you to create (or update) sales transactions within Sales Cookie using HTTP requests.

Three options are available to import sales transactions using an API:
  • Use the CSV Upload API (easiest)
    • Manually upload a sample CSV file containing sales transactions
    • Upload more sales transactions as CSV in one HTTP call 
    • See the documentation here
  • Use the Full REST API (advanced)
    • Define your own fields, and how they map to system categories (ex: revenue, profit)
    • Upload many sales transactions in one HTTP call
    • See the documentation here
  • Use the Simplified REST API (intermediate)
    • No need to define your own fields or map them 
    • Create one sales transaction per HTTP call
    • See the documentation here

There are more options available as well - for example you can leverage Zapier, or have us pull transaction data from a web page.

    • Related Articles

    • How Can I Use the Simplified Transaction Import Rest API?

      This article is about the simplified transaction import REST API. Click here for more options. Importing Sales Transactions To import transaction data, follow these 2 steps: Step 1 - Get your API key Step 2 - Import transactions by making a POST call ...

    • How Can I Use the Full Transaction Import Rest API?

      This article is about the full transaction import REST API. Click here for more options. Importing Sales Transactions To import transaction data, follow these 3 steps: Step 1 - Get your API key Step 2 - Prepare for import by mapping your fields to ...

    • How Can I Use The CSV Upload API?

      This article is about CSV transaction upload API. This is by far the easiest way to upload sales transactions, and it is also blazing fast. About 1-3 lines of code are required to upload transactions. All you need to do is prepare a CSV file and then ...

    • How Can I Programmatically Import Sales Transactions?

      For non-programmatic import options, click here. Three options are available: You can use a Web Endpoint. Using this model, you deploy a web page, from which we securely pull transaction data. We will query your web page at least every hour. You can ...

    • How Can I Import Transactions?

      For programmatic import options, click here. You can use the following methods to add transactions: Manually or automatically from CSV files Manually upload CSV files containing sales transactions Automatically by having us fetch CSV files from FTP ...